Reed: investor relations and your raise
Reed is SOCIII's Digital Worker for investor relations. He keeps your investor list, your call sheet, your sales funnel, your cap table and your governance records in one place. You work with Reed on screen or in chat, and anything you can do on screen you can also do by asking.
Reed proposes. You approve. Nothing is emailed, texted, dialed or changed on a record until you tap it. He doesn't give legal, tax or investment advice, and he never decides who you take money from. Your counsel sets the rules for your round; Reed follows what is recorded.
Why Reed
A founder raising money usually runs it from a spreadsheet, a notes app and memory. Names get added twice. A call goes unlogged and the follow-up never happens. Nobody knows how many firms are at each stage or what the pipeline is really worth. And the rules about how you may contact people live in someone's head, where one wrong message to the wrong person becomes a real problem.
Reed fixes that:
- Tell Reed what happened, in plain words. "Had lunch with Nina from Nova Fund, she wants the deck", with a photo of her card if you have one. One tap adds her, logs the meeting, saves your words, records how you met and moves her to Meeting. Tell Reed what happened →
- One list of people, each with an owner. Reed refuses to add someone who is already there.
- A nightly call sheet in your inbox, with one-tap links to log how each call went. Calls and texts →
- A funnel by stage, with each stage's percentage set as your own estimate, and a weighted total that comes from logged events. Pipeline →
- The contact rules built in: phone first for raise talk, no deal terms by email, nobody contacted again after STOP, and nothing sent without your tap. Trust and rules →
- Your cap table, governance documents, grants and accelerators next to all of it. Cap table and governance →
Who it's for
| You are | What Reed does for you |
|---|---|
| A founder raising a round | Keeps the list, the calls, the stages and the numbers in one place, and keeps outreach inside the rules |
| A co-founder or team member making calls | Gives you a daily call sheet and your own list of people to text, and logs outcomes in one tap |
| An admin or investor-relations member | Sees the pipeline, programs, governance records and setup checklist |
| An investor in the round | Sees their own position, documents and open votes |
How it works
- Connect Google. Email, Calendar and Drive, once, in Settings. Getting started →
- Add your people. One at a time in chat; Reed checks for duplicates. Adding people →
- Work the list. Call, text, log outcomes, move people through the stages. Calls and texts →, Pipeline →
- Read the numbers. The funnel, the scoreboard and the weekly report. Campaigns and reports →
- Keep the record. Cap table, governance documents, notices, votes. Cap table and governance →
What's live today, and what isn't yet
| Live | Not yet |
|---|---|
| Pipeline tab: setup checklist, funnel by stage, prospects with notes, stage moves and a timeline | Importing a whole investor list from a file, in chat or on screen (add people one at a time) |
| Tell Reed what happened (a meeting, a business-card photo): one card adds the person, logs the meeting, sets the source and the stage | |
| Texts and LinkedIn from your phone: the texts page, Copy buttons, Mark all as texted, the LinkedIn list | Sending LinkedIn requests for you (LinkedIn doesn't allow apps to; Reed writes the note and keeps the record) |
| Add people in chat, with duplicate checks, holds for introductions and merge cards | Opening an emailed attachment (Reed can read files in your Google Drive) |
| Grants, credits and accelerators in a Programs tab, kept apart from investors | Planning a whole campaign with you and drafting personal messages in bulk |
| Cap Table tab as a real table, with the unissued pool kept separate and SAFEs never shown as shares | Importing or changing the cap table by asking Reed (the Cap Table tab can lag until you reload) |
| Governance documents with Drive links, plus Notices, Updates, Vote, My Position and Documents tabs | Board consents and stockholder votes built in Reed (the tabs show ballots that already exist) |
| Email, calendar and inbox search through your own Google account, always with an approval card | Directors, SAFEs and notes, and governance settings on the setup checklist (shown as "coming") |
| Nightly call sheet, texts page, AI Calls tab and AI call batches, in early access and not yet in every workspace | The nightly call sheet, texts page and AI calls for every workspace |
| Friday weekly report, in early access (switched on separately) | A 409A value (Reed never computes one) |
Try it
- Add Reed to your team: Add workers in the left menu, then find Reed and tap Add to my team, or ask Alex in chat ("add Reed to my team") and approve the card. In a business workspace, only the owner or an admin can add workers.
- What it costs: workers SOCIII builds, including Reed, are free plus data charges (usage-based). Trials last 30 days, and you only pay for data during a trial. More at sociii.ai.
- Start: Getting started →